Joe Harrison
- Role
- Managing Partner & Financial Advisor at Lodestar Private Asset Management
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Experience
Managing Partner & Financial Advisor
Lodestar Private Asset Management
Apr 2011 — Present · Alamo, CA, US
We are an independent, fee-only Registered Investment Advisor firm based in Alamo, CA (San Francisco Bay Area), providing financial planning and portfolio management services to individuals and small business owners.Formerly, I founded JW Harrison Financial, which became Lodestar in July 2020.
Education
Wake Forest University
BA, Economics, German
1990 — 1994
Boston University
Certificate in Financial Planning, Program for Financial Planners
2010 — 2010
Skills
- Portfolio Management
- Financial Planning
- Investments
- Asset Management
- Investment Management
- Wealth Management
- Retirement Planning
- Financial Analysis
- Estate Planning
- Investment Advisory
- Strategic Financial Planning
- Strategy
- Financial Services
- Financial Advisory
- Analytics
- Management
- Banking
- Finance
- Marketing Strategy
- Marketing
- Strategic Planning
- Business Development
- Analysis
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